WWM
PTBD icon

WT Wealth Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

WT Wealth Management’s Portfolio PTBD Stock Details PTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-129,494
Closed -$3.15M – 117
2022
Q1 		$3.15M Sell
129,494
-16,203
-11% -$416K 1.21% 25
2021
Q4 		$3.92M Sell
145,697
-2,387
-2% -$64.3K 1.44% 19
2021
Q3 		$4.02M Buy
148,084
+1,492
+1% +$41.3K 1.55% 20
2021
Q2 		$4.06M Buy
146,592
+23,213
+19% +$639K 1.65% 15
2021
Q1 		$3.37M Buy
123,379
+81,324
+193% +$2.23M 1.56% 14
2020
Q4 		$1.16M Buy
+42,055
New +$1.14M 0.63% 60

Other funds holding PTBD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return